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Sales Force Automation (SFA)
Sales Force Automation (SFA)
Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining...
 

 livemeeting proposal


Siemens and TCS Offer Joint ETO Solution
Siemens and Tata Consultancy Services (TCS) have announced ETO2Win, a new joint software and services solution for automating complex engineer-to-order (ETO

livemeeting proposal  and TCS Offer Joint ETO Solution Siemens and Tata Consultancy Services (TCS) have announced ETO2Win , a new joint software and services solution for automating complex engineer-to-order (ETO) processes . A number of manufacturing industry segments—such as power generation, heating, ventilation, and air conditioning (HVAC), fluid flow technologies, heavy equipment, machinery, and the automotive and aerospace supply base—employ ETO business processes that handle customized or customer-specific

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Discrete Enterprise Resource Planning (Discrete ERP) RFI / RFP Template

Financials, Human Resources, Manufacturing Management, Inventory Management, Purchasing Management, Quality Management, Sales Management, Product Technology Get this template

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Sales Force Automation (SFA)
Sales Force Automation (SFA)
Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining...

Documents related to » livemeeting proposal

It’s the Time to Master Your Master Data


A recent blog post CRM for the Finance and Banking Industry – Part 1 by Gabriel Gheorghiu touched on a pain point of many of today’s enterprise IT environments. Due to the inconsistency of customer data amongst different systems in use, the bank employee “asked three or four of her co-workers for help, and took about 15 minutes” to simply change the address of one customer. As a matter of fact

livemeeting proposal  the Time to Master Your Master Data A recent blog post CRM for the Finance and Banking Industry – Part 1 by Gabriel Gheorghiu touched on a pain point of many of today’s enterprise IT environments. Due to the inconsistency of customer data amongst different systems in use, the bank employee “asked three or four of her co-workers for help, and took about 15 minutes” to simply change the address of one customer. As a matter of fact, the bank that Gabriel mentioned is not the only one in this Read More

Bruce Silver Associates


Bruce Silver Associates focuses on content management technology and business process management. The company provides technology architecture planning, request for proposal development, and vendor selection assistance.

livemeeting proposal  Silver Associates Bruce Silver Associates focuses on content management technology and business process management. The company provides technology architecture planning, request for proposal development, and vendor selection assistance. Read More

Quote-to-order: A Newcomer Causes a Stir in the Market


A crop of next-generation, Web-based, on-demand, startup quote-to-order systems providers has lately flourished, spearheaded by BigMachines, whereas some traditional vendors that once defined the product configuration space in the 1990s have since left the market.

livemeeting proposal  to-order: A Newcomer Causes a Stir in the Market The first part of this series provided a detailed background of the still-evolving quote-to-order (Q2O) space, including historical examples to show why the market is increasingly demand driven. Part one summed up by making general observations as to how Q2O software solution vendors have addressed the market, and about the additional features and functionalities they will need to incorporate as demand shifts. Now it's time to take a look at one of Read More

TurtleSpice ERP! (Week 4)


The story so far: Mike Chelonia, TurtleSpice’s comptroller, has been tasked to select an ERP system by his CFO. Facing pressure from his VP Wade Sharkey to short-circuit the selection process and select Big Gun Software, Mike gets a reprieve when Wade Sharkey is over-ruled by the CEO. Now Mike has to decide how to handle TurtleSpice’s business process documentation. When we asked you what you’d

livemeeting proposal  ERP! (Week 4) The story so far : Mike Chelonia, TurtleSpice’s comptroller, has been tasked to select an ERP system by his CFO. Facing pressure from his VP Wade Sharkey to short-circuit the selection process and select Big Gun Software, Mike gets a reprieve when Wade Sharkey is over-ruled by the CEO . Now Mike has to decide how to handle TurtleSpice’s business process documentation. When we asked you what you’d do in Mike’s shoes, you voted to hire external consultants to train the Read More

Extensible Business Reporting Language (XBRL) Back in the News Again


Visiting the Securities and Exchange Commission's (SEC's) web site, I came across this 143-page PDF file, which deals with XBRL. As a gung-ho proponent of automation, I'm calling attention to it here to show that the head of the SEC (Mr. Christopher Cox) and I are on the same wavelength when it comes to promoting cost saving automations. Here is some interesting stuff from the PDF, together with

livemeeting proposal  Business Reporting Language (XBRL) Back in the News Again Visiting the Securities and Exchange Commission's (SEC's) web site, I came across this 143-page PDF file , which deals with XBRL. As a gung-ho proponent of automation, I'm calling attention to it here to show that the head of the SEC (Mr. Christopher Cox) and I are on the same wavelength when it comes to promoting cost saving automations. Here is some interesting stuff from the PDF, together with my comments. The Christopher Cox Read More

How To Write a Winning Proposal


Your proposal should prove your case, and motivate the client to buy your services or applications. But all too often, reading a proposal is almost as painfully difficult as writing one. So what are the secrets of truly successful proposal-writing?

livemeeting proposal  To Write a Winning Proposal In today's economy, sales people have to write more proposals, and better proposals, than ever before. As the industry has become more competitive and complex, customers have become both more confused and more demanding. As a result, they are likely to listen to a presentation, nod their heads, and mutter those dreaded words, Sounds good! Why don't you put that in writing for me? Why Do Customers Want Proposals? Writing proposals is about as much fun as having your teeth Read More

InfiniteKM: Knowledge Management for Sales Channels and Contact Centers


InfiniteKM, a cloud (and on-premise)-based sales and service enablement platform, helps organizations’ sales channels and contact centers run smoothly and optimally. The platform has been developed by Infinite Media, and has evolved over the 15 years of experience the vendor has amassed working with some of the best-known brands in the world, such as Xerox, GE Mabe, ScotiaBank, John Hancock

livemeeting proposal  Knowledge Management for Sales Channels and Contact Centers InfiniteKM,  a cloud (and on-premise)-based sales and service enablement platform , helps organizations’ sales channels and contact centers run smoothly and optimally. The platform has been developed by Infinite Media, and has evolved over the 15 years of experience the vendor has amassed working with some of the best-known brands in the world, such as Xerox, GE Mabe, ScotiaBank, John Hancock, Microsoft, LG, etc., helping companies Read More

Evaluating Enterprise Software-Business Process or Feature/Function-Based Approach? All the above, Perhaps? Part Three: Knowledge Bases and User Recommendations


RFPs and selection tools typically focus on features and functions. The business process protagonists consider this focus old fashioned. However, users want and need an inventory or check lists of the functions to understand if the business process will work. One always has to start from somewhere, and there is no better place to start researching enterprise software than from its functional and technical capabilities.

livemeeting proposal  Enterprise Software-Business Process or Feature/Function-Based Approach? All the above, Perhaps? Part Three: Knowledge Bases and User Recommendations TEC Selection Uses Knowledge Bases Thus, we beg to differ that certain selection service providers' (including TEC's) methods are archaic but they rather save time and cost, while taking care of the functions and features inventory management. To that end, TEC released a number of knowledge bases (KBs), accessible through its evaluation centers Read More

The Two Driving Forces Behind Fashion Products


“Sometimes, I feel frustrated at work—there is a constant conflict between my department and others and it never stops.” – A product developer at a fashion company During the process of building the request for proposal (RFP) template for fashion product lifecycle management (PLM), I spent some time talking with some relatively large fashion goods manufacturers and retailers to gain a better

livemeeting proposal  Two Driving Forces Behind Fashion Products “Sometimes, I feel frustrated at work—there is a constant conflict between my department and others and it never stops.” – A product developer at a fashion company During the process of building the request for proposal (RFP) template for fashion product lifecycle management (PLM) , I spent some time talking with some relatively large fashion goods manufacturers and retailers to gain a better understanding of how the fashion business runs. As I learned Read More

Experlogix CPQ


The Experlogix Configure, Price, Quote (CPQ) solution features an intuitive configuration environment that turns even novice users into expert product customization specialists. As you customize a product, Experlogix automatically provides easy to understand, color coded displays, makes suggestions, fixes problems, etc. - all according to rules that you have defined. Graphics and technical product data can be called up at the touch of a button. Experlogix helps you consolidate product and service options, rules and pricing into a single intelligent system, eliminating the need for paper catalogs and cumbersome-to-maintain spreadsheets. The configurator ensures the entire proposal or order is 100 percent accurate, guaranteeing a seamless quote-to-order process and higher customer satisfaction. In short, Experlogix simplifies the quote and order process and eliminates mistakes. Experlogix can be deployed via the web or on the desktop and provides deep integration to CRM and ERP systems – integration that comes standard with every Experlogix system. Once a sales quote or order has been configured and saved to the CRM or ERP system, manufacturers can leverage Experlogix to create sophisticated, multi-level, configured BOMs and production orders in their Enterprise system - all with a couple mouse clicks. Experlogix includes an ERP and CRM Integration Toolkit, providing access to create business logic against standard or custom ERP/CRM fields. Experlogix leverages existing parts in the CRM or ERP system or can create new items on-the-fly.      

livemeeting proposal  CPQ The Experlogix Configure, Price, Quote (CPQ) solution features an intuitive configuration environment that turns even novice users into expert product customization specialists. As you customize a product, Experlogix automatically provides easy to understand, color coded displays, makes suggestions, fixes problems, etc. - all according to rules that you have defined. Graphics and technical product data can be called up at the touch of a button. Experlogix helps you consolidate product and Read More

Quote-to-order Solutions and Key Performance Indicators


Providers of complex products, systems, and services should view quote-to-order (Q2O) systems as enablers that can improve competitive advantage. At the same time, users should remember that Q2O solutions are not necessarily advantageous for all manufacturing departments or businesses.

livemeeting proposal  to-order Solutions and Key Performance Indicators Quote-to-order (Q2O) solutions help automate the manufacturing and distribution industries, simplifying and optimizing processes and standardizing technology and tools. If any functional gaps are discovered that could become potential problems or that are already active concerns, Q2O systems create a blueprint for devising a plan of action. Q2O products help complex product manufacturers streamline their processes so that no sales are lost due to poor Read More

CallidusCloud Connections C3—Focusing on Sales and Marketing to “Lead to Money”


This year’s CallidusCloud Connections C3 conference in Las Vegas furthered CallidusCloud’s efforts to push the market awareness of its Lead to Money suite. While the incentive and compensation and configure price quote (CPQ) modules remain two main entry points for most customers, at the conference the vendor focused on the ability of the suite to make sales and marketing work as one in order to close deals faster.

livemeeting proposal  Connections C3—Focusing on Sales and Marketing to “Lead to Money” This year’s CallidusCloud Connections C3 conference in Las Vegas furthered CallidusCloud’s efforts to push the market awareness of its Lead to Money suite. While the incentive and compensation and configure price quote (CPQ) modules remain two main entry points for most customers, at the conference the vendor focused on the ability of the suite to make sales and marketing work as one in order to close deals faster. Read More

Decision Making: Why Consensus Is Important (Especially When You’re Choosing Software)


Two Brains—or Three or Four or More—Make Better Decisions than One… Anyone working in today’s office or business environment has no doubt participated at least once in the ubiquitous group brainstorming session. Some may enjoy these sessions as a respite from cheerless, lonely cubicle life. Others, however, may just as soon remain ensconced in front of their monitors and keyboards, solitary

livemeeting proposal  Making: Why Consensus Is Important (Especially When You’re Choosing Software) Two Brains—or Three or Four or More—Make Better Decisions than One… Anyone working in today’s office or business environment has no doubt participated at least once in the ubiquitous group brainstorming session. Some may enjoy these sessions as a respite from cheerless, lonely cubicle life. Others, however, may just as soon remain ensconced in front of their monitors and keyboards, solitary workaday soldiers Read More

PDM vs. PLM: A Matrix View


Two recent blog posts by Oleg Shilovitsky (PDM vs. PLM: A Data Perspective and PDM vs. PLM: A Process Perspective) got me wondering about what a true product lifecycle management (PLM) system actually is. In his posts, Shilovitsky discussed the differences between product data management (PDM) and PLM from the perspective of data (scope and control of the data) and process (coverage of

livemeeting proposal  vs. PLM: A Matrix View Two recent blog posts by Oleg Shilovitsky ( PDM vs. PLM: A Data Perspective and PDM vs. PLM: A Process Perspective ) got me wondering about what a true product lifecycle management (PLM) system actually is. In his posts, Shilovitsky discussed the differences between product data management (PDM) and PLM from the perspective of data (scope and control of the data) and process (coverage of product lifecycle activities) I have a bit of a different perspective. Let me back up first Read More